Q2 2025 · 13F-HR
SECTORAL ASSET MANAGEMENT INCholdings as filed
Filed 2025-08-14 · accession 0001104659-25-078356
$151.5M
Reported value
94
Positions
2025-06-30
Period end
The Brief · SECTORAL ASSET MANAGEMENT INC · Q2 2025
AI · grounded in 13F
SECTORAL ASSET MANAGEMENT INC established a new position in LENZ valued at $28.6M. The fund also initiated new stakes in LLY for $7.0M and UNH for $5.2M. Additional new positions include MLYS at $5.2M and CTNM at $3.2M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 52635N103 | LENZ | LENZ THERAPEUTICS | $28.6M | 18.9% | 977,245 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $7.0M | 4.62% | 8,976 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GRP INC | $5.2M | 3.45% | 16,745 | Common | SOLE |
| 603170101 | MLYS | MINERALYS THERAPEUTI | $5.2M | 3.42% | 382,415 | Common | SOLE |
| 21217B100 | CTNM | CONTINEUM THERAPEUTI | $3.2M | 2.10% | 800,787 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $3.1M | 2.08% | 11,270 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMA | $3.1M | 2.04% | 6,945 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $2.9M | 1.95% | 19,300 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGIC INC | $2.9M | 1.88% | 5,250 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $2.7M | 1.81% | 14,800 | Common | SOLE |
| 68622P109 | ORIC | ORIC PHARMACEUTICA | $2.3M | 1.55% | 231,485 | Common | NONE |
| 101137107 | BSX | BOSTON SCIENTIFIC | $2.3M | 1.50% | 21,126 | Common | SOLE |
| 04016X101 | ARGX | ARGENX SE SPN | $2.3M | 1.49% | 4,085 | Common | SOLE |
| 55287L101 | MBX | MBX BIOSCIENCES INC | $2.2M | 1.45% | 191,825 | Common | NONE |
| 375558103 | GILD | GILEAD SCIENCES INC | $2.2M | 1.44% | 19,690 | Common | SOLE |
| 697947109 | PVLA | PALVELLA THERAPEUTIC | $2.2M | 1.42% | 95,615 | Common | NONE |
| 76029N106 | REPL | REPLIMUNE GROUP INC | $2.2M | 1.42% | 231,650 | Common | NONE |
| 03969F109 | RCUS | ARCUS BIOSCIENCES | $2.1M | 1.38% | 257,270 | Common | NONE |
| 235851102 | DHR | DANAHER CORP | $2.1M | 1.38% | 10,575 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $2.1M | 1.36% | 15,198 | Common | SOLE |
| 83422E204 | SLDB | SOLID BIOSCIENCES | $2.1M | 1.36% | 421,580 | Common | NONE |
| 75383L102 | RAPP | RAPPORT THERAPEUTICS | $2.0M | 1.35% | 179,860 | Common | NONE |
| 98937L105 | ZBIO | ZENAS BIOPHARMA INC | $2.0M | 1.35% | 210,625 | Common | NONE |
| 92332V107 | VTYXUSD | VENTYX BIOSCIENCES | $2.0M | 1.32% | 931,620 | Common | NONE |
| 878972108 | TECX | TECTONIC THERAPEUTIC | $2.0M | 1.30% | 98,970 | Common | NONE |
| 055477103 | BCAX | BICARA THERAPEUTICS | $1.9M | 1.24% | 201,395 | Common | NONE |
| 717081103 | PFE | PFIZER INC | $1.9M | 1.23% | 77,150 | Common | SOLE |
| 07725L102 | ONC | BEONE MEDICINES LTD | $1.9M | 1.23% | 7,716 | Common | SOLE |
| 50127T109 | KURA | KURA ONCOLOGY INC | $1.9M | 1.23% | 323,572 | Common | NONE |
| 89157D105 | TRML | TOURMALINE BIO INC | $1.9M | 1.23% | 116,510 | Common | NONE |
| 032724106 | ANAB | ANAPTYSBIO INC | $1.9M | 1.23% | 83,900 | Common | NONE |
| 45783C200 | TIL | INSTIL BIO INC | $1.8M | 1.19% | 86,220 | Common | NONE |
| N44445109 | IMTX | IMMATICS NV | $1.8M | 1.18% | 332,270 | Common | NONE |
| 09075V102 | BNTX | BIONTECH SE | $1.7M | 1.14% | 16,160 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $1.7M | 1.10% | 20,900 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCI | $1.6M | 1.04% | 3,900 | Common | SOLE |
| 863667101 | SYK | STRYKER CORP | $1.5M | 1.02% | 3,900 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $1.5M | 0.99% | 14,880 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMCTCLS | $1.5M | 0.96% | 2,773 | Common | SOLE |
| 86627T108 | SMMT | SUMMIT THERAPEUTICS | $1.4M | 0.92% | 65,220 | Common | SOLE |
| 046353108 | AZNN | ASTRAZENECA | $1.3M | 0.86% | 18,640 | Common | SOLE |
| 09061G101 | BMRN | BIOMARIN PHARMAC INC | $1.3M | 0.85% | 23,530 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCE | $1.2M | 0.77% | 15,000 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $1.2M | 0.76% | 13,200 | Common | SOLE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS | $1.1M | 0.76% | 65,785 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACUETCL | $1.1M | 0.72% | 3,323 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEU | $1.1M | 0.70% | 51,369 | Common | SOLE |
| 92337R101 | VERA | VERA THERAPEUTICS | $975,808 | 0.64% | 41,418 | Common | SOLE |
| N5749R100 | 2GH | MERUS B V | $824,505 | 0.54% | 15,675 | Common | SOLE |
| 379577208 | GMED | GLOBUS MED INC | $796,770 | 0.53% | 13,500 | Common | SOLE |
| 04272N102 | AVBP | ARRIVENT BIOPHARMA | $774,577 | 0.51% | 35,580 | Common | SOLE |
| N90064101 | QURE | UNIQURE N.V. | $772,973 | 0.51% | 55,450 | Common | SOLE |
| 87650L103 | TARS | TARSUS PHARMACEUTICA | $750,853 | 0.50% | 18,535 | Common | SOLE |
| 89532M101 | TRVI | TREVI THERAPEUTICS | $733,801 | 0.48% | 134,150 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERA | $713,098 | 0.47% | 15,108 | Common | SOLE |
| 750491102 | RDNT | RADNET INC | $711,375 | 0.47% | 12,500 | Common | SOLE |
| 52490G102 | LEGN | LEGEND BIOTECH CORP | $696,562 | 0.46% | 19,627 | Common | NONE |
| 10806X102 | BBIO | BRIDGEBIO PHARMA INC | $694,550 | 0.46% | 16,085 | Common | SOLE |
| 10170A100 | BOLD | BOUNDLESS BIO INC | $685,360 | 0.45% | 678,574 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS | $685,222 | 0.45% | 119,585 | Common | SOLE |
| 15135B101 | CNC | CENTENE CORP | $678,500 | 0.45% | 12,500 | Common | SOLE |
| 68170A108 | OMDA | OMADA HEALTH INC | $631,350 | 0.42% | 34,500 | Common | SOLE |
| 04351P101 | ASNDUSD | ASCENDIS PHARMA A S | $599,095 | 0.40% | 3,471 | Common | SOLE |
| 125523100 | CI | THE CIGNA GROUP | $595,044 | 0.39% | 1,800 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTI | $592,805 | 0.39% | 63,300 | Common | SOLE |
| G52441105 | KMTS | KESTRA MED TECHNOLOG | $580,300 | 0.38% | 35,000 | Common | SOLE |
| G76279101 | ROIV | ROIVANT SCIENCES LTD | $563,579 | 0.37% | 50,007 | Common | SOLE |
| 98887Q104 | ZLAB | ZAI LAB LTD | $553,925 | 0.37% | 15,840 | Common | SOLE |
| 110122108 | BMY | BRISTOL MYERS SQUIBB | $499,932 | 0.33% | 10,800 | Common | SOLE |
| 433313103 | HNGE | HINGE HEALTH INC | $476,411 | 0.31% | 9,206 | Common | SOLE |
| 126638105 | CVRX | CVRX INC | $432,180 | 0.29% | 73,500 | Common | SOLE |
| 69366J200 | PTCT | PTC THERAPEUTICS | $416,849 | 0.28% | 8,535 | Common | SOLE |
| 45337C102 | INCY | INCYTE CORPORATION | $412,686 | 0.27% | 6,060 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $387,328 | 0.26% | 11,723 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENC | $372,042 | 0.25% | 2,960 | Common | SOLE |
| 80706P103 | SRRK | SCHOLAR ROCK HLDG | $367,660 | 0.24% | 10,380 | Common | SOLE |
| 462222100 | IONS | IONIS PHARMACEUTICAL | $363,690 | 0.24% | 9,205 | Common | SOLE |
| G7709Q104 | RPRX | ROYALTY PHARMA PLC | $334,358 | 0.22% | 9,280 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $298,276 | 0.20% | 2,375 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $265,431 | 0.18% | 2,782 | Common | SOLE |
| G50871105 | JAZZ | JAZZ PHARMA PLC | $241,317 | 0.16% | 2,274 | Common | SOLE |
| 88023B103 | TEM | TEMPUS AI INC | $238,910 | 0.16% | 3,760 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICIN | $229,570 | 0.15% | 6,240 | Common | SOLE |
| 142152107 | CAI | CARIS LIFE SCIENCES | $223,112 | 0.15% | 8,350 | Common | SOLE |
| 558868105 | MDGL | MADRIGAL PHARMACEUTI | $220,927 | 0.15% | 730 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS | $219,823 | 0.15% | 765 | Common | SOLE |
| 92556V106 | VTRS | VIATRIS INC | $176,814 | 0.12% | 19,800 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HOLDINGS | $166,660 | 0.11% | 531 | Common | SOLE |
| 449778109 | IOBTQ | IO BIOTECH INC | $163,590 | 0.11% | 117,691 | Common | SOLE |
| 60770K107 | MRNA | MODERNA INC | $154,504 | 0.10% | 5,600 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $136,705 | 0.09% | 4,205 | Common | SOLE |
| H17182108 | CRSP | CRISPR THERAPEUTICS | $123,546 | 0.08% | 2,540 | Common | SOLE |
| 05464T104 | AXSM | AXSOME THERAPEUTIC | $106,478 | 0.07% | 1,020 | Common | SOLE |
| 75629V104 | RXRX | RECURSION PHARMACEUT | $58,190 | 0.04% | 11,500 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.